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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,401 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $11,047 |
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $3,782 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,851 | $55,002-27.5% | $59,899-33.5% | $56,289-29.2% |
| Participation rate | 63.2% | 75.9%-12.7pp | 74.7%-11.5pp | 69.9%-6.6pp |
| Annual return | -7.76% | 1.13%-8.9pp | 3.46%-11.2pp | -9.96%+2.2pp |
| Employer contribution / active EE | $2,218 | $2,448-9.4% | $2,723-18.5% | $2,111+5.1% |
| Participant deferral / active EE | $4,168 | $3,121+33.5% | $3,402+22.5% | $3,350+24.4% |
| Admin fee / account holder | $315 | $236+33.5% | $3,592-91.2% | $521-39.6% |